FSCS accepts claim against former Succession firm
- Thursday, 08 July 2021
- Articles
The Financial Services Compensation Scheme has opened the doors to compensation claims against a closed firm which was owned by wealth manager and Financial Planner Succession Wealth.
Read more...Succession adds sports and entertainment advice arm
- Tuesday, 27 April 2021
- Articles
Financial Planning firm Succession Wealth has launched Succession Sports & Entertainment, a specialist advice arm for sporting and entertainment professionals.
Read more...Losses halve at Succession Wealth
- Thursday, 14 January 2021
- Articles
Statutory unaudited operating losses fell 47% to £3.6m (2019: £6.9m loss) at the Succession Wealth Financial Planning and wealth management group for the year ended 31 December 2020.
Read more...Newsmakers: PFS President Sarah Lord on levy fees crisis
- Tuesday, 17 November 2020
- Articles
New Personal Financial Society President Sarah Lord FPFS has spoken exclusively to Financial Planning Today about the work the professional body is doing to tackle rising FSCS levy fees and her thoughts on what makes Financial Planners special.
Read more...